See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 15 · EIN 26-4310632 | Recordkeeping | $47,822 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $18,697 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,620 | $69,159-15.2% | $125,175-53.2% | $67,579-13.3% |
| Participation rate | 98.1% | 78.2%+19.9pp | 79.8%+18.4pp | 71.3%+26.9pp |
| Annual return | 23.08% | 27.12%-4.0pp | 43.79%-20.7pp | 378.56%-355.5pp |
| Employer contribution / active EE | $854 | $2,023-57.8% | $3,865-77.9% | $2,148-60.2% |
| Participant deferral / active EE | $3,101 | $3,700-16.2% | $4,937-37.2% | $3,539-12.4% |
| Admin fee / account holder | $361 | $142+154.4% | $9,702-96.3% | $142+153.5% |